Using the most recent returns as of September 2023, we will examine Amanah’s recent KiwiSaver Performance.
Amanah KiwiSaver is a boutique fund management group based in Auckland, specialising in providing ethical investment solutions to New Zealand and international investors. The AE group currently consists of two companies, Always-Ethical Limited and AE KiwiSaver Limited, with solid investment views. They believe that safe investments are good business and sound real estate.
Table of Contents
Performance of Amanah KiwiSaver Fund
Amanah Cash Fund
Performance of Amanah’s KiwiSaver Fund
|
Funds |
1 year |
5 years |
10 years |
|
Amanah Ethical Fund |
15.58% |
11.27% |
N/A |
*Past performance is no guarantee of future performance
*These returns are to 31 August 2023 and are before tax and after fees.
Note: The following information is sourced from Amanah KiwiSaver fund updates published on 30 June 2023.
Amanah Ethical Fund
AE Growth Fund may only hold investments that comply with the Ethical Mandate of the AE KiwiSaver Plan. AE Growth Fund currently is approved to invest in AE Investor, an international equities fund and may also hold cash (New Zealand dollars). AE Growth Fund’s investment objective is to provide an ethical return to investors over the long term while strictly complying with the Ethical Mandate.
Returns
*Source Amanah fund update
Fees
The total annual fees for investors in Amanah’s Ethical fund are 3.16% per year, with an additional $32.40 membership fee.
*Source Amanah fund update
Investment mix
The investment mix shows the type of assets that the fund invests into.
*Source Amanah fund update
Top ten investments
This table shows Amanah’s top 10 investments in the Ethical KiwiSaver fund, which make up 50.52% of the fund.
*Source Amanah fund update
Amanah’s KiwiSaver fund information has been sourced from Amanah KiwiSaver Key Documents. Past performance is not necessarily an indicator of future performance, and return periods may differ.
To see if Amanah Ethical is the appropriate fund that aligns with your values, retirement goals and situation, complete National Capital’s KiwiSaver HealthCheck.